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Capital Group Short Duration Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$66.3M +$65.8M +2,581,658 +14,086%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$24.4M +$9.41M +369,229 +63%
Capital International Investors
3
Capital International Investors
California
$22.3M -$4.46M -175,000 -17%
OWM
4
Opes Wealth Management
California
$5.94M +$5.93M +232,811 New
NECFA
5
New England Capital Financial Advisors
Connecticut
$4.15M +$270K +10,600 +7%
AAS
6
Avantax Advisory Services
Texas
$3.43M +$3.42M +134,345 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.22M +$2.28M +89,547 +243%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.54M -$1.96K -77 -0.1%
SFA
9
Souders Financial Advisors
Ohio
$2.46M +$591K +23,193 +32%
LNC
10
Lincoln National Corp
Pennsylvania
$2.2M +$1.08M +42,314 +96%
BWM
11
BlackDiamond Wealth Management
New York
$2.19M +$1.28M +50,293 +144%
Jane Street
12
Jane Street
New York
$1.56M -$10.6M -416,723 -87%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.53M +$1.53M +59,987 New
IAIM
14
International Assets Investment Management
Florida
$1.52M +$1.55M +60,830 New
KAS
15
Kestra Advisory Services
Texas
$1.36M +$1.35M +53,180 New
IA
16
Inspire Advisors
Idaho
$1.22M +$1.22M +47,746 New
DC
17
DeDora Capital
California
$1.02M +$1.02M +39,888 New
SCM
18
SOL Capital Management
Maryland
$937K +$935K +36,725 New
AWS
19
Atria Wealth Solutions
New York
$714K +$710K +27,870 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$692K +$691K +27,120 New
UBS Group
21
UBS Group
Switzerland
$635K +$633K +24,869 New
HI
22
Harbour Investments
Wisconsin
$577K +$576K +22,595 New
CGPCS
23
Capital Group Private Client Services
California
$560K +$250K +9,798 +81%
WAM
24
WNY Asset Management
New York
$457K +$456K +17,898 New
Stifel Financial
25
Stifel Financial
Missouri
$419K +$419K +16,435 New